تحلیل اختیاری محصول
با اجازه شما، از تحلیلهای محدود و حریمخصوصیمحور استفاده میکنیم تا مسیرهای پژوهشی مؤثر را بشناسیم. از ردیاب تبلیغاتی یا بازپخش نشست استفاده نمیکنیم. این انتخاب را میتوانید در تنظیمات تغییر دهید. بخوانید سیاست حفظ حریم خصوصی.
Akamai Technologies, Inc.'s published Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $14.4B | |
|---|---|---|
| Revenue (ttm) | 4.3B | |
| Net income (ttm) | 411M | |
| EPS (ttm) | $2.75 | |
| Shares out | 143.7M | |
| P/E (trailing) | 35.6x | |
| P/E (forward) | 15.0x | |
| Volume | 2,435,729 | |
| Beta | 0.62 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $3.46B | $3.62B | $3.81B | $3.99B | $4.21B | +5.0% |
| Gross profit | $2.19B | $2.23B | $2.30B | $2.37B | $2.30B | +1.2% |
| Operating income | $783.1M | $676.3M | $637.3M | $533.4M | $566.9M | -7.8% |
| Net income | $651.6M | $523.7M | $547.6M | $504.9M | $452.0M | -8.7% |
| EPS (diluted) | $3.93 | $3.26 | $3.52 | $3.27 | $3.07 | -6.0% |
| EBITDA | $1.35B | $1.26B | $1.24B | $1.26B | $1.34B | -0.2% |
| R&D | $335.4M | $391.4M | $406.0M | $470.9M | $513.6M | +11.2% |
| SG&A | $869.9M | $905.8M | $968.1M | $1.02B | $656.7M | -6.8% |
Recent company headlines from major financial publishers.
In the Base scenario, Akamai executes according to management's published roadmap. Strong expansion in CIS and steady high-single-digit gains in Security fully counter ongoing mid-single-digit declines in CDN delivery. Operating margins remain stable in the mid-20s, generating consistent earnings growth that supports our composite fair value of $111.26.
In the Bull scenario, Akamai successfully establishes itself as a premier distributed AI compute platform. Cluster activations in Q4 2026 generate an immediate revenue inflection, accelerating company-wide revenue growth above 14% in FY2027. Operating leverage from high compute utilization lifts non-GAAP operating margins beyond 27%, driving fair value toward the high-end boundary of $147.13.
| Ke ↓ / g → | 2.5% | 2.8% | 3.0% | 3.3% | 3.5% |
|---|---|---|---|---|---|
| 7.9% | $122 | $127 | $132 | $137 | $144 |
| 8.4% | $113 | $116 | $120 | $125 | $130 |
| 8.9% | $105 | $108 | $111 | $115 | $118 |
| 9.4% | $99.0 | $101 | $104 | $107 | $110 |
| 9.9% | $93.6 | $95.5 | $97.6 | $99.8 | $102 |
Upcoming earnings date and setup when available.
رتبهای که نسخهٔ پژوهشی منتشرشدهٔ هر ماه داشت. رتبه قیمت در تاریخ تحلیل را با ارزش منصفانه مقایسه میکند و سابقهای از درستی یا نادرستی ارزیابی نیست.
| سال | دی | بهمن | اسفند | فروردین | اردیبهشت | خرداد | تیر | مرداد | شهریور | مهر | آبان | آذر |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
